Customer Service Rep II Job Listing at American International Group in Phoenix, AZ

Aerospace / Defense, Financial Services

Customer Service Rep II
Job ID #: 79277 Employment Type: Full Time - Permanent
Location: AZ-Phoenix Education Preferred: Bachelors Degree (or equivalent)
Business Unit: Relocation Provided: No
Functional Area: Customer Service Travel Percentage:

Position Description
SUMMARY

As a Service Analyst you will be responsible for supporting our Advisors by answering inbound calls related to brokerage operations, paperwork requirements, system education and related questions, and explaining policies and procedures set forth by the broker dealer. Topics of requests may include, commissions, account establishment and maintenance, advisory business, cash management, transfers and retirement accounts. You will be required to establish a rapport with the financial professionals in the financial industry within the Advisor group family. You will receive the skills, training, and tools to exceed in this role.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receive inbound calls from Advisors and clients who have service related issues.
• Create a strong working relationship with Advisors and their assistants.
• Educates Advisors where to find on line information
• Process incoming on line requests from Advisors and resolve requests in a timely manner.
• Log transactions into CRM system for most inbound calls
• Work independently to make decisions regarding resolution of issues.
• Pay close attention to detail, process work accurately
• Exercise judgment to know when to escalate issues to supervisor or manager
• Ability to communicate with other business units within the Advisor Group to resolve Advisors concerns and issues
• Analyze problems and follow through to resolution
• Works collaboratively with other business units to assure satisfaction of the needs of our Advisors
• Meet quality and production goals
• Strong interaction with clearing firm and external vendors on routine brokerage account platform questions.
• Assist with other projects as needed
• Provide peer to peer training
• Keep up to date on changes to industry and business processes.

Position Requirements
EDUCATION and/or EXPERIENCE

• Two to five years related brokerage experience preferred
• Series 7 license preferred
• One to three years call center/customer service experience preferred
• Ability to work well as part of a team. Resourceful, Detail, multi tasker, and deadline oriented; self starter.
• Exceptional organizational skills
• Proficient with windows, Microsoft applications such as Word, Excel, and Outlook.
LICENSES and CERTIFICATIONS

Series 7 license preferred.

COMPUTER SKILLS

Proficient at Microsoft Word, Excel, CRG, NetXPro, V2020, Albridge, Internet Explorer, CRM, Outlook, Powerpoint, and Legacy back office systems

SAFG:LI08/31/12
SAFG:CB08/31/12

About Us
SunAmerica Financial Group is one of the largest life insurance organizations in the United States based on over $236 billion of admitted assets as of June 30, 2011. Serving over 18 million customers, SunAmerica Financial Group is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career Financial Advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.